+361.3%
LIN vs AXON
+1,827.7%
-1,466.5%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.2% | +3.2% | -0.5% |
| 7D | -2.1% | -14.2% | +12.0% | -0.6% |
| 30D | -2.4% | -15.4% | +13.0% | -1.0% |
| 3M | -5.6% | +0.5% | -6.1% | -6.4% |
| 6M | -3.4% | -9.5% | +6.1% | -3.5% |
| YTD | +13.1% | -9.2% | +22.3% | +12.3% |
| 1Y | +2.5% | -29.4% | +31.8% | +4.7% |
| 3Y | +27.6% | +139.4% | -111.8% | +6.9% |
| 5Y | +63.0% | +178.9% | -115.9% | +29.3% |
| All | +361.3% | +1,827.7% | -1,466.5% | +191.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AXON.
Daily Out/Under-Performance
Portfolio return minus AXON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXON return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded AXON wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling